Orang-orang pada ngepom mineral tapi tebar fear di batu bara.

Mereka lupa ya kalau memproses mineral dari batuan hasil tambang sampai siap pakai itu perlu batu bara.

Antara lupa atau ngumpulin barang diem-diem sih ini wkwkwk

$COAL-NEWCASTLE $COPPER $NICKEL

Kalau saya pribadi, cuma ada 2 indikator utama untuk melihat seperti apa sebenarnya kondisi makroekonomi global saat ini:
1. US M2 Money Supply
2. US 10 Year Treasury Bond Note Yield

Saat ini, kedua indikator itu udah mengonfirmasi kondisi bahwa capital market sedang dibanjiri likuiditas melimpah.

Hari ini S&P500 udah loncat. Seharusnya likuiditas ini juga bakal ngalir ke higher risk asset class seperti emerging market (termasuk IHSG) dan crypto BTC.

US sama China baru aja deal untuk cut tariff. Otomatis semua lini bisnis yang tadinya terdampak langsung akibat kenaikan tariff akan berbalik dahsyat.
Contohnya industri manufaktur China yang tadinya terancam kehilangan destinasi ekspor sekarang berbalik arah lagi optimismenya.

Jangan lupa manufaktur di China itu jalan perlu energi yang sumbernya dari coal 😜

Ohh iya, jangan lupa juga $COPPER itu salah satu logam yang paling banyak digunakan di industri manufaktur apalagi di China.

$ITMG $TPMA

➖ Trump berharap Fed bisa segera menurunkan suku bunga.

Tapi chaos dibuat oleh Trump sendiri 🤔

$XAU $BELL $COPPER

kemaren ada yg nge fear di $AMMN. padahal Aman Mineral Produsen Emas terbesar ke-2 Setelah Freeport. Lihat kondisi $XAU sekarang ATH. kemudian $COPPER juga ATH.

dikondisi sekarang enak untuk cicil AMMN, jangan terbalik yaa. pas sudah terbang baru FOMO di pucuk

$MDKA sadisss harga emas tembaga nikel semuanya naek terbang..✈️✈️✈️✈️✈️✈️✈️✈️$XAU $COPPER

$COPPER 10k ?

$COPPER.

dcii edge area elit msti asgr mtdl data
new gold $XAU // $COPPER // $CPO

$MDKA

Merdeka $COPPER $XAU

$AMMN $COPPER $XAU harganya lagi naek ini sahamnya gak ngangkat2 sedih bener

pasar saham Indonesia sampai kapan bisa jadi tempat cari uang yang baik bagi penganut value investing atau berbasis FA ?

bagi trader, berbasis TA tentu bisa survive sampai kapanpun

tapi bagi yang berbasis FA, keberhasilan investasi mensyaratkan ekonomi nasional bertumbuh cukup tinggi dengan distribusi pertumbuhan yang relatif cukup baik/merata.

Bagaimana bisa ekonomi nasional bertumbuh cukup baik, apalagi berharap distribusi pertumbuhan nya cukup merata, jika pemerintahan terus korup ? bisa, asalkan partisipasi publik cukup kencang dan sehat, demokrasi dijaga. Partisipasi publik dan demokrasi yang kuat dapat melawan korupsi.

apa syarat partisipasi publik dan demokrasi terjaga ? minimal, masyarakatnya bisa cukup kuat bersatu untuk kepentingan bersama, kepentingan nasional.

bagaimana bisa mayoritas masyarakat sipil bersatu dan kuat mengawal anggaran pemerintahan kalau kleptokrasi dan cronycapitalism diperparah dengan primitivisme sosial/diskriminasi SARA ?





$IHSG $XAU $COPPER

Selamat merayakan Imlek dengan syukur atas kecukupan keluarga saat ini dan berdoa berencana beraksi untuk karya memperbaiki keadaan bermasyarakat berbangsa dan bernegara yang rungkad


3 tahun kurang saja waktu yang tersisa untuk pasar saham yang masih relatif sehat.


berdoa untuk survival 2027-2028-2029 era friksi dan atau revolusi


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tourism , leisure & aviation related supporting sectors, $XAU , $COPPER , and $ALUMINIUM

$AMMN ngikut harga komoditas yg lebih besar porsi produksinya sih ya jadi lelet naeknya $COPPER nya masi stagnan , porsi $XAU nya kecil padahal masi uptrend gold nya

menunggu LK full year 2024 deh kl bagus yaaaaaaaaaaaaa rally2 dikit plis

Saham terkait emas $COPPER
awal januari sepertinya akan msh menarik
ada potensi rebound
meskipun kecil

MACD blm crossing ke atas

$COPPER harga naekkkk mantaappp $MDKA

Six Sigma is a data-driven methodology aimed at improving quality by reducing defects, variations, and inefficiencies in processes. It is widely used in quality assurance and improvement through the following principles and processes:

Key Principles of Six Sigma

1. Customer Focus

Prioritizes understanding customer needs and expectations.

Ensures the final product or service meets quality standards defined by the customer.



2. Data-Driven Decisions

Relies on statistical tools to measure and analyze processes.

Decisions are made based on quantifiable data rather than intuition.



3. Process Improvement

Emphasizes understanding and optimizing processes to achieve predictable and consistent outcomes.

Identifies and removes root causes of defects or inefficiencies.



4. Employee Involvement

Encourages teamwork and participation across all organizational levels.

Trains employees in Six Sigma methodologies (e.g., Green Belt, Black Belt).



5. Continuous Improvement

Establishes a culture of ongoing analysis and enhancement of processes.





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DMAIC Framework for Quality Improvement

The core methodology of Six Sigma is the DMAIC process, which stands for:

1. Define

Define the problem or quality issue, goals, and customer requirements.

Identify key processes that need improvement.



2. Measure

Collect data on the current process performance.

Establish a baseline to identify the extent of the problem.



3. Analyze

Use data to identify the root causes of defects or inefficiencies.

Apply tools like fishbone diagrams, regression analysis, or Pareto charts.



4. Improve

Develop and implement solutions to address root causes.

Test solutions through pilot projects before full-scale implementation.



5. Control

Monitor the improved process to ensure changes are sustained.

Use control charts and process audits to maintain quality over time.





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Tools Used in Six Sigma

Statistical Process Control (SPC): Monitors process variability using control charts.

Pareto Analysis: Identifies the most significant factors causing defects (80/20 rule).

Cause-and-Effect Diagram: Visualizes root causes of problems.

Failure Modes and Effects Analysis (FMEA): Predicts and prevents potential failures.

Hypothesis Testing: Validates the effectiveness of proposed solutions.



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Benefits of Six Sigma in Quality Assurance

1. Reduction in Defects: Aims for near-perfect quality with a target of 3.4 defects per million opportunities.


2. Cost Savings: Minimizes waste and rework.


3. Improved Customer Satisfaction: Delivers consistent quality that meets or exceeds expectations.


4. Enhanced Process Efficiency: Streamlines operations for better productivity.


5. Cultural Change: Fosters a culture of quality and accountability within the organization.



Six Sigma can be applied across industries such as manufacturing, healthcare, IT, and services to ensure that processes are efficient, reliable, and aligned with customer needs.



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$IHSG $XAU $COPPER $ALUMINIUM $COAL-NEWCASTLE

strong(expanding) commodity ranking (personal preference, indonesia context)

1. $CPO
2. $ALUMINIUM
3. $XAU

resilient commodity ranking (personal preference, indonesia context)

1. $COPPER
2. $COAL-NEWCASTLE
3. ...


input gambar forecast tradingeconomics per 7 des 2024

2 days ago, PBOC

maybe we will see another series of stimulus on mid/end december 2024 for a "2025 kickoff"
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$XAU $SP500 $IHSG $IDXQ30 $COPPER

China's official manufacturing purchasing managers’ index (PMI) – a survey of sentiment among factory owners – rose to 50.3 in November compared with October’s reading of 50.1, the National Bureau of Statistics said on Saturday.

https://cutt.ly/TeZmbGFY

$XAU $SP500 $IHSG $IDXFINANCE $COPPER

China’s residential market sales fell again in November, suggesting the property sector still has some ways to go before it can show a sustained recovery.

The value of new home sales from the 100 biggest real estate companies dropped 6.9% from a year earlier to 363 billion yuan (usd 50 billion), reversing a 7.1% gain in October, according to preliminary data from China Real Estate Information Corp. Sales declined 16.6% from the previous month.

Beijing is struggling to arrest the decline in the property sector, with deflationary pressure adding to the economic gloom. Investors are expecting more policy support so China can meet its economic target of around 5% this year.

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$XAU $SP500 $IHSG $IDXFINANCE $COPPER

Listrix mati , berasap , minyak djinggo naik 3%



"... An Equinor spokesperson said work was underway to re-establish production, but it was not immediately clear when it would resume. The outage was caused by smoke developing in an onshore electricity converter station which sends power to phase 1 of the Johan Sverdrup development, the spokesperson added. The situation was quickly clarified, but resulted in a temporary shutdown of production on the whole Johan Sverdrup field, he said. ..."



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https://cutt.ly/ieJ7xj9B
$BRENT $OIL $IHSG $XAU $COPPER

OOT : Beat cancer by injecting virus




https://cutt.ly/OeJyld34

https://cutt.ly/oeJylfdO

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$IHSG $BTC $XAU $COPPER $BBRI

Trump tends to support deregulation, 'america first', practical solutions, promotes domestic production.



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$IHSG $XAU $COPPER $BBCA $KPIG

$ITMG besok(rabu 6 november24) jangan dibeli !!




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$IHSG $XAU $COPPER $BTC

D-5 : would it be enough ?




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$XAU $COPPER $COAL-NEWCASTLE $IHSG $CPO

die die die $ADMR die

Jan to Sept China steel industries was said to have lost 34B Yuan

Industrial profits down 3.5%
Manufacturing profits fell 3.8%
Utilities up 12.1%

on september we see a 27.1% profit fall across industries


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$IHSG $COPPER $BBCA $BBRI

harga $COPPER mulai deket ATH-nya

siap2 nge-drift kayaknya nih om $KBLI

China’s Stimulus: The First Steps Toward Economic Revitalization

As the world's second-largest economy, China faces immense expectations to deliver robust growth in the post-pandemic era. Amid signs of economic headwinds, Beijing has rolled out a dual-pronged fiscal and monetary stimulus package, which marks a promising starting point in what is expected to be a broader, more concerted effort to restore China’s growth momentum.

China is taking bold steps to reignite its economy with a combination of fiscal and monetary measures, signaling the beginning of a broader policy overhaul aimed at restoring confidence and growth. After months of economic pressure, including deflationary concerns and weakening domestic demand, the government’s recent policies reflect a promising opening to stabilize the economy in both the short and long term.

Monetary Policy: Infusion of Liquidity and Mortgage Adjustments

The People's Bank of China (PBoC) has moved swiftly, reducing key interest rates and cutting the reserve requirement ratio (RRR), freeing up over 1 trillion yuan ($142 billion) of liquidity in the banking system. This liquidity boost, combined with a new policy to lower mortgage rates by 30 basis points for both first and second homes, signals an aggressive push to reduce the financial burden on homeowners, bolster the real estate sector, and stimulate consumer spending.

These adjustments in mortgage rates, set to take effect from October 25, 2024, are part of a broader strategy to revitalize China’s vital housing market, which has been hit hard by falling demand and low consumer confidence.

Fiscal Stimulus: Sovereign Bonds and Strategic Spending

On the fiscal front, China plans to issue 2 trillion yuan ($284 billion) in special sovereign bonds aimed at boosting infrastructure, consumption, and technological innovation. These bonds are a critical component of the fiscal stimulus designed to support sectors struggling to regain momentum post-pandemic. According to Capital Economics, the fiscal stimulus could lift GDP by 0.4%, helping China meet its 5% growth target.

A key area for growth is China's services trade, which saw rapid expansion in the first eight months of 2024, totaling nearly 4.89 trillion yuan—a 14.3% year-on-year increase. Notably, travel-related services saw significant growth, signaling a rebound in domestic and international tourism.

New Energy: A Market on the Rise

China's new energy vehicle (NEV) market is also surging, with retail sales of new energy passenger vehicles reaching 1.12 million units in September 2024, marking a 50.9% year-on-year growth. This growth reflects the country’s commitment to transitioning towards a greener economy while also providing a much-needed boost to consumer demand.

Strengthening Regional Ties

China is also making strides in international cooperation, as evidenced by the recent agreements signed with Vietnam. These agreements cover areas such as agriculture, cross-border QR payments, and railway projects, which aim to strengthen economic and infrastructure ties between the two countries. This move is expected to enhance China’s position in regional trade, further bolstering economic growth.

Outlook: A Promising Start to Broader Economic Reforms

These initial fiscal and monetary measures form the cornerstone of China’s broader strategy to tackle its economic challenges. With deflationary pressures persisting, the combination of domestic policy adjustments and international cooperation efforts presents an optimistic outlook for the near term. The increase in new energy vehicle sales, rising services trade, and strategic fiscal spending are already contributing to a stronger economic foundation.

While further reforms will be necessary to address deeper structural issues, these steps represent a robust start in China’s mission to achieve its 2024 growth target and beyond. The current policies not only offer short-term relief but also set the stage for a more sustainable and balanced recovery trajectory.


---

Further Reading and Sources of Data:

China's Deflation Issues Deepen as Consumer and Producer Prices Fall
https://cutt.ly/oeAShjDz

China's Services Trade Growth and Recent Economic Policies
https://cutt.ly/ueAShjxO


China Economic Review: Sovereign Bond Issuance
https://cutt.ly/HeAShjkk

CEO Insights Asia: China's 2024 Fiscal and Monetary Stimulus
https://cutt.ly/neAShj7V

reuters, bloomber, China's National Bureau of Statistics, publications from PBoC


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October 13th @bdg
Lo Khong Guan
$IHSG $XAU $COPPER $BBRI $COAL-NEWCASTLE
#makroekonomi #makro #macro #economics

@YansenDoang ya bukan gitu gan yansen, ini postingan panjang lebar soal gdp growth bisa 8%, kalau nggak realistis untuk apa di posting apalagi nulis panjang panjang wkwkwk

kasian yang nggak melek ekonomi riil maupun ekonomi indonesia secara umum

kecuali maksudnya nyindir ya lucu lucuan iseng2 seru aja sih

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$IHSG $XAU $COPPER $COAL-NEWCASTLE $BTC

@YansenDoang pak yansen ga pernah mikir kalau probabilitas realisasi tumbuh 8% itu seperti apa , sesulit apa gitu ?

ekonomi indonesia itu prihatin lho

$IHSG aja tanpa saham PP indeks nya asli nya rungkad



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$XAU $COPPER $COAL-NEWCASTLE $BTC